Contact person: SuiteDash Client Portal Customization

Phone:Show

Email:Show

Location: Houston, United States

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"I’ve already rolled out SuiteDash and now I need a specialist to refine the client-facing experience. The focus is the Client Portal module: every screen my clients see—forms, project summaries, invoices—must be clean, branded, and easy to use.

What I need:

• Client information forms — new fields, logical grouping, and conditional visibility so we only ask for what’s truly needed.
• Project details layout — an intuitive arrangement that lets clients track milestones, files, and notes without digging.
• Invoices & billing screens — custom field mapping and layout tweaks so invoice data pulls through automatically and looks professional.

All work must be done directly inside SuiteDash using its native tools (Form Builder, Page Designer, Dynamic Data Placeholders, etc.) with no external plug-ins. When we’re finished I should be able to duplicate these templates for future projects in a few clicks. Access will be provided to a staging account; once approved you’ll migrate the templates to production.

Please bring demonstrable SuiteDash portal experience and be ready to share a quick screen-share walkthrough of similar work." (client-provided description)